Data Analyst, Reporting

Data Analyst, Reporting Overview

• The Data Analyst, Reporting will oversee data pipelines, dashboards, and reporting infrastructure, ensuring accuracy and timeliness of data delivery.
• Collaborate with the Head of Portfolio Management to execute technical designs and maintain data systems.
• Contribute to the firm's data-driven decision-making processes by providing reliable and structured data solutions.
• Work within a hybrid environment, balancing technical execution and business understanding.
• Develop automation solutions to streamline data handling and reporting tasks.
• Support system implementations, data migrations, and integrations with precise execution and documentation.
• Maintain clear records of technical processes, pipelines, and reporting routines.
• Opportunity to grow technically and gain exposure to financial services and asset management.

Data Analyst, Reporting Key Responsibilities & Duties

• Build and maintain data pipelines and transformations using SQL and dbt.
• Load, refresh, and validate data across the firm's data warehouse and source systems.
• Develop and maintain reports and dashboards using tools like Power BI and Tableau.
• Execute recurring data-quality checks and reconciliations to ensure accuracy and completeness.
• Support firm-wide system implementations, data migrations, and integrations.
• Assist in testing and validation activities for new systems and enhancements.
• Develop automation scripts using Python, SQL, VBA, or Power Automate.
• Document technical processes and maintain up-to-date records of pipelines and routines.
• Collaborate with stakeholders to ensure data solutions align with business needs.

Data Analyst, Reporting Job Requirements

• Bachelor’s degree in Computer Science, Information Systems, Data Science, Finance, or related field.
• 2–4 years of experience in data analysis, BI, or data engineering roles.
• Proficiency in SQL and familiarity with data warehouses like Snowflake or Azure.
• Experience with BI tools such as Power BI or Tableau for report creation.
• Exposure to data transformation tools like dbt and scripting languages like Python.
• Strong attention to detail and reliability in executing recurring deliverables.
• Ability to follow technical direction and maintain documentation accurately.
• Interest in financial services or asset management is advantageous but not mandatory.
• Effective communication skills and a willingness to learn and grow technically.